Kotak Focused Equity Fund

Mutual Fund-

By Rajendra Apr 10, 2023 image credit -Kotak mf Scheme Analysis

Top 5 Holding

HDFC Bank ICICI Bank Infosys Larson & Toubro Reliance 8.20 7.09 6.51 4.69 4.61 Total - 31.10

[{"selector":"#anim-206fe673-b866-4171-b50f-a78b370adf0d","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-7e1ec565-3bc7-4268-bfcd-be68bf36800a","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Identify businesses which are market leaders with strong earning growth trajectory, cash flow & ROE. Image Credit - Unsplash

Banks

25.77 9.78 9.47 8.07 7.85

[{"selector":"#anim-38557174-2913-4024-b7fb-fbbd65bf160f","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-e5a4336a-2fed-4f70-9123-5c2d359e9670","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Fund is invested in plays which are benefitting from shift from unorganized to organized segments & market share gains Image Credit - Unsplash

Scheme Performance

[{"selector":"#anim-27054707-23f6-4b6f-af3a-9e302403f9a0","keyframes":{"transform":["translate3d(-109.63855%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-6553d6b3-7f34-4c27-8acb-35436233c2da","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-adb94cbe-f337-4c6a-aaec-8d3ec0eccc35","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Thick Brush Stroke Upto 1 Year - 1.00% Scribbled Arrow As on 31 Mar. 2023 1 Year 3 Year -2.18% 27.64%

[{"selector":"#anim-1efcebf8-7651-4b6c-9295-eeaaaf9bfd22","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-0e0a3a98-f2fb-4472-934e-486d50b78562","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Equity markets have outperformed emerging market peers & hence in the near term valuation are at upper end. Image Credit - Unsplash

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 44 Month 11,897 43,181 55,423 -1.57% 12.14% 12.60% Monthly SIP of 1,000

Mutual Fund-

Kotak focused equity fund

Category

Inception

Benchmark

AUM - 2,447 Cr

Fund Manager

Shibani Kurian